

Financial Advisor
Chad A Burel
353 Sanford Dr, Morganton, NC 28655opens in a new windowFocus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Business Retirement Plans
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Business Retirement Plans
Personal Interests
- Sailing
- Snorkeling
- Scuba Diving
- Outdoor Enthusiast
- Wine Collecting/Enthusiast
Team Members
Gina SetterlindBranch Office Administrator
Kelly StoryBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 12:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(828) 433-5377Fax
(866) 462-4825Office Address
353 Sanford DrMorganton, NC 28655opens in a new window
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